Reports summarize and display registration, profile, and event information. The Certain platform includes both standard (pre-defined) and custom (user-defined) reports.

Reports can be created to display several different types of  information in six convenient formats, and saved to be accessed later with a single click.

Reports can be delivered in several formats:

• Formatted HTML – The report is displayed in a separate Web page with interactive capabilities. Data records have drill-down links that users can click in order to view additional information about specific records. Users can also perform actions on the returned data such as send messages to a group of attendees or print name badges.

• Printable HTML – The report results are displayed in a Web page using a printer-friendly format (with minimal graphics and formatting).

• Acrobat® PDF – The Printable HTML report is exported to Acrobat® PDF format and can be opened or saved.

• Printable Excel® – The “Formatted HTML” table is saved or opened as a file in Excel® with no conversion of numerical data.

• Excel® Spreadsheet – Numerical data is converted to the optimal format for use in Excel®.

• Comma-Delimited Text File – The report is delivered as a comma-delimited text file (.csv) for importing into other software.

• Tab-Delimited Text File – The report is delivered as a tab-delimited text file (.txt). This file format can be easily imported into many common database applications.

Creating Reports

You can configure reports using the following pages:

• Setup – Determines basic information about the report such as name, description, group, and type. The type determines the kinds of data available to the report.

• Display– Enables you to choose a display format, print settings (if applicable), and visibility to other accounts or users.

• Groups – Enables you to group together records in a report based on specified data fields.

• Subtotals – Enables you to show subtotals of numerical report data and numbers of records per group.

• Columns – Determines the data columns for the report, the order of those columns, and the sort order of the records returned in the report.

• Filters – Sets the criteria used to determine the records that are returned by the report (the rows of the report). You can create filters on date ranges or on any data field related.

• Custom – Enables you to set up to 10 user-defined fields columns per report

How to create or modify a report (details)

How to Copy an Existing Report

You can create reports based on existing system reports through the Copy link (at the top of the Reports tab). Using  this feature, you can customize a non-editable system report that nearly meets your needs.

How to copy an existing report (details)

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